Institutional Ownership is one very important way to analyze how a stock will perform in the future. Here's a good article weighing the pros and cons of institutional ownership.
The table below is a summary of the mean, median and true PPS (Price Per Share) the institutions have paid in the current and last quarter. Most institutes hedge their bets both ways to protect the investment. The do so by buying puts and calls for a stock as well, apart from stock ownership.
| Quarter | Institute Count | Mean PPS | Median PPS | True Value PPS |
|---|---|---|---|---|
| Current Quarter | 675 | 11.00 | 10.52 | 9.90 |
| Previous Quarter | 692 | 11.00 | 10.21 | 10.06 |
The table below is summary data with links to individual listing tables below to indicate if new institutes bought in, sold out, averaged down, averaged up etc. This is a critical piece of data to analyze what the money flow is in quarter and past week.
| Time | New Institutions | Out | Averaged Down | Averaged Up | Added Shares | Reduced Shares |
|---|---|---|---|---|---|---|
| Current Quarter | 32 | 159 | 130 | 319 | 180 | 179 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 2 | 0 | 1 | 15 | 2 | 0 |
| Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
| Current Quarter | 4 | 3 | 3 | 8 | 3 | 2 |
| Time | New Institutions | Out | Averaged Down | Averaged Up | Added Shares | Reduced Shares |
| Past Week | 0 | 0 | 0 | 0 | 0 | 0 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Past Week | 0 | 0 | 0 | 0 | 0 | 0 |
| Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
| Past Week | 0 | 0 | 0 | 0 | 0 | 0 |
BlackRock and Vanguard are the two largest institutional investors in the world. The table below is an indicator of how much of the company stock they own.
| BlackRock | Vanguard | |||||
|---|---|---|---|---|---|---|
| Quarter | Shares | % Ownership | PPS | Shares | % Ownership | PPS |
| Current Quarter | 39,793,520 | 1.91 | 10.81 | 130,081,844 | 6.25 | 10.66 |
| Previous Quarter | 39,928,770 | 1.92 | 12.92 | 127,287,541 | 6.12 | 11.10 |
This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter
| Name | Shares | PPS |
|---|---|---|
| Vanguard Group Inc | 76,407,014 | 10.53 |
| Hudson Executive Capital LP | 67,389,676 | 10.50 |
| Amundi | 37,056,716 | 10.68 |
| Deutsche Bank Ag\ | 32,915,237 | 10.53 |
| Goldman Sachs Group Inc | 28,709,669 | 10.53 |
| VGTSX - Vanguard Total International Stock Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 26,747,220 | 10.99 |
| Cerberus Capital Management, L.P. | 19,526,250 | 10.49 |
| DekaBank Deutsche Girozentrale | 19,057,975 | 0.01 |
| UBS Group AG | 16,987,800 | 10.53 |
| VTMGX - Vanguard Developed Markets Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 15,968,379 | 10.51 |
| Arrowstreet Capital, Limited Partnership | 12,292,522 | 0.01 |
| IEFA - iShares Core MSCI EAFE ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,992,737 | 10.99 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,709,646 | 10.48 |
| Bank Of America Corp /de/ | 10,331,714 | 10.53 |
| Jpmorgan Chase & Co | 9,891,146 | 10.53 |
| Goldman Sachs Group Inc | 8,291,200 | 10.53 |
| Odey Asset Management Group Ltd | 8,030,443 | 10.21 |
| Commerzbank Aktiengesellschaft /fi | 7,894,319 | 0.01 |
| Credit Suisse Ag/ | 6,922,150 | 10.53 |
| Citigroup Inc | 6,657,864 | 10.49 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Vanguard Group Inc | 75,386,802 | 10.21 |
| Hudson Executive Capital LP | 67,389,676 | 10.15 |
| Goldman Sachs Group Inc | 46,998,637 | 10.21 |
| Deutsche Bank Ag\ | 46,437,468 | 10.21 |
| Amundi | 44,934,491 | 10.20 |
| VGTSX - Vanguard Total International Stock Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 26,729,913 | 13.35 |
| Cerberus Capital Management, L.P. | 19,526,250 | 10.14 |
| DekaBank Deutsche Girozentrale | 16,794,165 | 0.01 |
| UBS Group AG | 16,280,200 | 10.21 |
| VTMGX - Vanguard Developed Markets Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 15,550,658 | 10.17 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 13,999,855 | 10.15 |
| Goldman Sachs Group Inc | 13,477,600 | 10.21 |
| IEFA - iShares Core MSCI EAFE ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,962,085 | 13.35 |
| Bank Of America Corp /de/ | 10,400,799 | 10.21 |
| Acadian Asset Management Llc | 9,902,417 | 0.01 |
| Citigroup Inc | 9,572,729 | 10.18 |
| Commerzbank Aktiengesellschaft /fi | 8,554,197 | 0.01 |
| Odey Asset Management Group Ltd | 8,030,443 | 10.21 |
| Jpmorgan Chase & Co | 7,106,674 | 10.21 |
| Goldman Sachs Group Inc | 7,021,000 | 10.21 |
| Name | Shares | PPS |
|---|---|---|
| Odey Asset Management LLP | 5,205,535 | 10.53 |
| VIHAX - Vanguard International High Dividend Yield Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,156,474 | 10.99 |
| Prudential Plc | 197,692 | 10.50 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y | 116,600 | 10.50 |
| Advanced Series Trust - Ast Advanced Strategies Portfolio | 104,800 | 10.52 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A | 88,782 | 10.51 |
| Cresset Asset Management, LLC | 83,619 | 10.54 |
| FEP - First Trust Europe AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 83,541 | 10.51 |
| RFDI - First Trust RiverFront Dynamic Developed International ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 72,956 | 10.99 |
| Jefferies Financial Group Inc. | 60,000 | 10.50 |
| LMR Partners LLP | 56,000 | 10.52 |
| Blueshift Asset Management, LLC | 55,990 | 10.54 |
| Ritholtz Wealth Management | 42,088 | 10.53 |
| Innealta Capital, Llc | 38,284 | 10.53 |
| Quantbot Technologies LP | 36,112 | 10.52 |
| Rhumbline Advisers | 29,348 | 10.53 |
| Toth Financial Advisory Corp | 23,500 | 10.51 |
| Essex Financial Services, Inc. | 20,184 | 10.55 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional | 14,273 | 10.51 |
| Guggenheim Capital Llc | 11,289 | 10.54 |
| Name | Shares | PPS |
|---|---|---|
| DekaBank Deutsche Girozentrale | 16,794,165 | 0.01 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 13,999,855 | 10.15 |
| Optiver Holding B.V. | 5,335,651 | 10.21 |
| Deer Park Road Corp | 4,000,000 | 10.21 |
| Eisler Capital (UK) Ltd. | 3,750,000 | 10.14 |
| Masters Capital Management Llc | 3,000,000 | 10.21 |
| Jane Street Group, Llc | 1,863,685 | 10.21 |
| Pendal Group Ltd | 1,845,068 | 11.34 |
| BlackRock Inc. | 1,136,190 | 10.21 |
| Abeille Asset Management Sa | 560,827 | 1.87 |
| Banque Pictet & Cie Sa | 526,030 | 10.16 |
| Point72 Asset Management, L.P. | 335,900 | 10.21 |
| Point72 Asset Management, L.P. | 335,900 | 10.21 |
| Walleye Trading LLC | 318,800 | 10.21 |
| Symmetry Investments LP | 300,000 | 0.01 |
| SIDVX - Hartford Schroders International Multi-Cap Value Fund Class A | 274,987 | 13.35 |
| Cutler Group LP | 260,900 | |
| Caption Management, LLC | 250,000 | 10.21 |
| Edgestream Partners, L.P. | 240,507 | 10.21 |
| Muzinich & Co., Inc. | 231,500 | 10.21 |
| Tegean Capital Management, Llc | 200,000 | 10.21 |
| Advent Capital Management /de/ | 200,000 | 10.21 |
| ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio | 186,424 | 7.40 |
| Campbell & CO Investment Adviser LLC | 183,664 | 10.18 |
| BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 177,895 | 10.63 |
| Skaana Management L.P. | 131,100 | 10.21 |
| D.a. Davidson & Co. | 88,598 | 10.21 |
| PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class | 85,268 | 10.14 |
| BlackDiamond Wealth Management Inc. | 69,435 | 10.28 |
| Walleye Capital LLC | 64,800 | 10.22 |
| HAP Trading, LLC | 56,000 | |
| Baader Bank INC | 56,000 | 9.38 |
| Baader Bank INC | 56,000 | 9.38 |
| Brinker Capital Investments, LLC | 55,576 | 11.52 |
| Weiss Multi-Strategy Advisers LLC | 54,900 | 0.02 |
| SAL Trading, LLC | 50,200 | 10.22 |
| SAL Trading, LLC | 50,200 | 10.22 |
| Squarepoint Ops LLC | 46,776 | 10.22 |
| RTNAX - Tax-Managed International Equity Fund Class A | 44,226 | 13.27 |
| Connacht Asset Management LP | 42,000 | 10.21 |
| Regentatlantic Capital Llc | 39,951 | 7.41 |
| EAISX - Parametric International Equity Fund Investor Class | 38,800 | 13.35 |
| Comerica Bank | 37,158 | |
| Qsemble Capital Management, LP | 35,900 | 10.22 |
| ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio | 35,652 | 11.25 |
| Centiva Capital, LP | 26,400 | 10.23 |
| Centiva Capital, LP | 26,400 | 10.23 |
| swisspartners Ltd. | 25,100 | 11.31 |
| Blackrock Funds - Blackrock Advantage International Fund Institutional Class This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 24,888 | 12.46 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 24,013 | 13.37 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio | 20,999 | 11.24 |
| Marathon Trading Investment Management LLC | 20,000 | 10.20 |
| Nebula Research & Development LLC | 17,061 | 10.20 |
| CCAPX - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES | 14,093 | 13.27 |
| AQINX - AQR International Equity Fund Class N | 13,971 | 11.24 |
| Petrus Trust Company, LTA | 13,872 | 10.24 |
| DRW Securities, LLC | 12,563 | |
| Hrt Financial Lp | 12,393 | |
| HighTower Advisors, LLC | 10,373 | 10.03 |
| Clarius Group, LLC | 10,368 | 10.22 |
| Tudor Investment Corp Et Al | 10,000 | |
| Harvest Management Llc | 10,000 | 10.20 |
| State of Wyoming | 8,318 | 10.22 |
| DFSI - Dimensional International Sustainability Core 1 ETF | 7,987 | 13.40 |
| Wipfli Financial Advisors Llc, | 7,090 | |
| Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio | 6,495 | 13.39 |
| ADVANCED SERIES TRUST - AST Prudential Flexible Multi-Strategy Portfolio | 6,027 | 11.28 |
| GGIIX - Global Impact Fund Investor | 5,315 | 11.29 |
| Grove Bank & Trust | 3,300 | 10.30 |
| Financial Management Professionals, Inc. | 2,639 | |
| Spire Wealth Management | 2,500 | 10.40 |
| WINAX - Wilmington International Fund Class A Shares | 2,419 | 13.23 |
| Performa Ltd (US), LLC | 1,000 | 10.00 |
| Newbridge Financial Services Group, Inc. | 600 | 10.00 |
| Belpointe Asset Management LLC | 508 | 9.84 |
| Syverson Strege & Co | 500 | 10.00 |
| JGP Global Gestao de Recursos Ltda. | 500 | 12.00 |
| Marathon Asset Management Lp | 365 | 16.44 |
| Schubert & Co | 233 | 8.58 |
| Advisory Services Network, LLC | 150 | 13.33 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A | 118 | 8.47 |
| Baker Avenue Asset Management, LP | 71 | 14.08 |
| Whittier Trust Co | 34 | |
| Accel Wealth Management | ||
| HDGE - AdvisorShares Ranger Equity Bear ETF | ||
| McGinn Investment Management, Inc. | ||
| Fox Run Management, L.l.c. | ||
| Opseu Pension Plan Trust Fund | ||
| OAIEX - Optimum International Fund Class A | ||
| Wrapmanager Inc | ||
| Algebris (uk) Ltd | ||
| Gsa Capital Partners Llp | ||
| Brown Brothers Harriman & Co | ||
| Duality Advisers, Lp | ||
| ExodusPoint Capital Management, LP | ||
| FLSP - Franklin Liberty Systematic Style Premia ETF | ||
| North Fourth Asset Management, LP | ||
| RFEU - First Trust RiverFront Dynamic Europe ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | ||
| Bayesian Capital Management, LP | ||
| Patriot Financial Group Insurance Agency, LLC | ||
| Sierra Capital LLC | ||
| Evoke Wealth, Llc | ||
| Virginia Retirement Systems Et Al | ||
| BGLSX - Boston Partners Global Long/Short Fund Institutional Class | ||
| Seven Eight Capital, Lp | ||
| Kahn Brothers Group Inc /de/ | ||
| Evergreen Capital Management Llc | ||
| PAEAX - Putnam Dynamic Asset Allocation Growth Fund Class A shares | ||
| Nomura Asset Management Co Ltd | ||
| Vestmark Advisory Solutions, Inc. | ||
| Carmichael Hill & Associates, Inc. | ||
| CIBC Private Wealth Group, LLC | ||
| Neuberger Berman Group LLC | ||
| Integrated Wealth Concepts LLC | ||
| Geneos Wealth Management Inc. | ||
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 | ||
| Captrust Financial Advisors | ||
| Exchange Traded Concepts, Llc | ||
| Moisand Fitzgerald Tamayo, LLC | ||
| Townsquare Capital Llc | ||
| Trexquant Investment LP | ||
| Boston Private Wealth Llc | ||
| Shilanski & Associates, Inc. | ||
| Capital Research Global Investors | ||
| Jefferies Group LLC | ||
| Claro Advisors LLC | ||
| ANDNX - AQR International Defensive Style Fund Class N | ||
| Pictet North America Advisors SA | ||
| Guardian Wealth Advisors, LLC | ||
| Centric Wealth Management | ||
| DWAT - Arrow DWA Tactical ETF | ||
| Comerica Securities,inc. | ||
| Truist Financial Corp | ||
| Sargent Investment Group, LLC | ||
| Segantii Capital Management Ltd | ||
| Susquehanna International Group Ltd. | ||
| PACAX - Putnam Dynamic Asset Allocation Conservative Fund Class A shares | ||
| XR Securities LLC | ||
| Two Sigma Investments, Lp | ||
| GWM Advisors LLC | ||
| Norges Bank | ||
| Eqis Capital Management, Inc. | ||
| IICFX - Voya Multi-Manager International Factors Fund Class I | ||
| Cambridge Investment Research Advisors, Inc. | ||
| Jump Financial, LLC | ||
| Verdence Capital Advisors LLC | ||
| Private Portfolio Partners Llc | ||
| Twin Tree Management, LP | ||
| Twin Tree Management, LP | ||
| Two Sigma Securities, Llc | ||
| PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares | ||
| Miller Value Partners, Llc | ||
| BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | ||
| Miller Value Partners, Llc | ||
| PABAX - Putnam Dynamic Asset Allocation Balanced Fund Class A shares | ||
| Rokos Capital Management LLP | ||
| SG3 Management, LLC | ||
| USPVX - Union Street Partners Value Fund Class A Shares | ||
| Dorsey Wright & Associates |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| VGTSX - Vanguard Total International Stock Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 26,747,220 | 10.99 | 26,729,913 | 13.35 |
| IEFA - iShares Core MSCI EAFE ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,992,737 | 10.99 | 10,962,085 | 13.35 |
| EFA - iShares MSCI EAFE ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,515,093 | 10.99 | 6,505,418 | 13.35 |
| FSPSX - Fidelity International Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,411,736 | 10.13 | 5,199,884 | 12.48 |
| VEURX - Vanguard European Stock Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,312,271 | 10.99 | 4,065,644 | 13.35 |
| VEU - Vanguard FTSE All-World ex-US Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,082,821 | 10.99 | 4,147,845 | 13.35 |
| EFV - iShares MSCI EAFE Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,049,777 | 10.99 | 4,323,324 | 13.35 |
| SCHF - Schwab International Equity ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,369,727 | 10.10 | 3,326,169 | 12.51 |
| EZU - iShares MSCI Eurozone ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,242,829 | 10.18 | 2,931,586 | 12.47 |
| FSGEX - Fidelity Series Global ex U.S. Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,005,788 | 10.96 | 2,881,457 | 13.27 |
| FIWCX - Fidelity SAI International Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,919,750 | 10.96 | 2,937,467 | 13.27 |
| TCIEX - TIAA-CREF International Equity Index Fund Institutional Class | 2,711,523 | 10.99 | 2,609,510 | 13.35 |
| EWG - iShares MSCI Germany ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,692,836 | 10.18 | 2,620,450 | 12.47 |
| TAVFX - THIRD AVENUE VALUE FUND Institutional Class | 2,686,268 | 10.99 | 2,686,268 | 13.35 |
| IXUS - iShares Core MSCI Total International Stock ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,284,519 | 10.99 | 2,284,519 | 13.35 |
| Dfa Investment Trust Co - The Dfa International Value Series This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,938,873 | 10.99 | 1,938,873 | 13.35 |
| EUFN - iShares MSCI Europe Financials ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,919,393 | 10.99 | 1,753,992 | 13.35 |
| DFIEX - International Core Equity Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,874,241 | 10.99 | 1,874,241 | 13.35 |
| BBEU - JPMorgan BetaBuilders Europe ETF | 1,852,999 | 10.99 | 1,408,770 | 13.35 |
| SWISX - Schwab International Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,136,757 | 10.99 | 1,128,550 | 13.35 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Vanguard Group Inc | 76,407,014 | 10.53 | 75,386,802 | 10.21 |
| Hudson Executive Capital LP | 67,389,676 | 10.50 | 67,389,676 | 10.15 |
| Amundi | 37,056,716 | 10.68 | 44,934,491 | 10.20 |
| Deutsche Bank Ag\ | 32,915,237 | 10.53 | 46,437,468 | 10.21 |
| Goldman Sachs Group Inc | 28,709,669 | 10.53 | 46,998,637 | 10.21 |
| Cerberus Capital Management, L.P. | 19,526,250 | 10.49 | 19,526,250 | 10.14 |
| DekaBank Deutsche Girozentrale | 19,057,975 | 0.01 | 16,794,165 | 0.01 |
| UBS Group AG | 16,987,800 | 10.53 | 16,280,200 | 10.21 |
| VTMGX - Vanguard Developed Markets Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 15,968,379 | 10.51 | 15,550,658 | 10.17 |
| Arrowstreet Capital, Limited Partnership | 12,292,522 | 0.01 | 539,913 | 0.01 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,709,646 | 10.48 | 13,999,855 | 10.15 |
| Bank Of America Corp /de/ | 10,331,714 | 10.53 | 10,400,799 | 10.21 |
| Jpmorgan Chase & Co | 9,891,146 | 10.53 | 7,106,674 | 10.21 |
| Commerzbank Aktiengesellschaft /fi | 7,894,319 | 0.01 | 8,554,197 | 0.01 |
| Credit Suisse Ag/ | 6,922,150 | 10.53 | 6,376,666 | 10.21 |
| Citigroup Inc | 6,657,864 | 10.49 | 9,572,729 | 10.18 |
| Hsbc Holdings Plc | 6,456,000 | 10.51 | 5,604,600 | 10.18 |
| Franklin Resources Inc | 4,941,211 | 10.51 | 4,967,422 | 10.17 |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,584,418 | 10.52 | 5,537,017 | 10.19 |
| Eisler Capital (UK) Ltd. | 4,250,000 | 10.53 | 3,750,000 | 10.14 |
| Name | Current Puts |
|---|---|
| Nomura Holdings Inc | 50,000 |
| Clear Street Markets Llc | 10,000 |
| Name | Current Calls |
|---|
| Name |
|---|
| SJIM - Inverse Cramer Tracker ETF |
| Name | Previous Puts |
|---|---|
| Deer Park Road Corp | 4,000,000 |
| Symmetry Investments LP | 300,000 |
| Caption Management, LLC | 250,000 |
| Muzinich & Co., Inc. | 231,500 |
| Advent Capital Management /de/ | 200,000 |
| Skaana Management L.P. | 131,100 |
| SAL Trading, LLC | 50,200 |
| Connacht Asset Management LP | 42,000 |
| Centiva Capital, LP | 26,400 |
| Harvest Management Llc | 10,000 |
| JGP Global Gestao de Recursos Ltda. | 500 |
| Marathon Asset Management Lp | 365 |
| SG3 Management, LLC | 0 |
| Rokos Capital Management LLP | 0 |
| Twin Tree Management, LP | 0 |
| Name | Previous Calls |
|---|---|
| Proequities, Inc. | 0 |
| Miller Value Partners, Llc | 0 |
| Name |
|---|
| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
|---|---|---|---|---|
| Wells Fargo & Company/mn | 60,162 | 95,000 | 34,838 | 172.69 |
| PEAK6 Investments LLC | 212,200 | 379,000 | 166,800 | 127.22 |
| Millennium Management Llc | 308,400 | 750,000 | 441,600 | 69.84 |
| Eisler Capital (UK) Ltd. | 500,000 | 4,250,000 | 3,750,000 | 13.33 |
| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
|---|---|---|---|---|
| Two Sigma Securities, Llc | 32,600 | 32,600 | 0 | 0.00 |
| UBS Group AG | 707,600 | 16,987,800 | 16,280,200 | 4.35 |
| Hsbc Holdings Plc | 851,400 | 6,456,000 | 5,604,600 | 15.19 |
| Name |
|---|
| Clough Global Equity Fund |
| Clough Global Dividend & Income Fund |
| Clough Global Opportunities Fund |
| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
|---|---|---|---|---|
| Optiver Holding B.V. | 3,434,551 | 1,901,100 | 5,335,651 | -64.37 |
| Susquehanna International Group, Llp | 2,913,400 | 928,000 | 3,841,400 | -75.84 |
| Group One Trading, L.p. | 964,800 | 3,001,300 | 3,966,100 | -24.33 |
| IMC-Chicago, LLC | 884,900 | 127,500 | 1,012,400 | -87.41 |
| Wolverine Trading, Llc | 434,900 | 187,600 | 622,500 | -69.86 |
| Simplex Trading, Llc | 151,700 | 632,400 | 784,100 | -19.35 |
| Cutler Group LP | 122,700 | 138,200 | 260,900 | -47.03 |
| Walleye Trading LLC | 27,600 | 291,200 | 318,800 | -8.66 |
| Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
|---|---|---|---|---|
| Citadel Advisors Llc | 706,600 | 791,000 | 1,497,600 | -47.18 |
| Walleye Capital LLC | 25,900 | 38,900 | 64,800 | -39.97 |
| HAP Trading, LLC | 21,500 | 34,500 | 56,000 | -38.39 |
| Name |
|---|
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I This fund is a listed as child fund of Blackstone Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value |
| CDAZX - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
| Name | Shares | PPS |
|---|
| Name | Shares | PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
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| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
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| Name | Current Puts |
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| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
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| Name | Previous Calls |
|---|
| Name |
|---|
| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
|---|
| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
|---|
| Name |
|---|
| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
|---|
| Name | Reduced Calls | Current Calls | Previous Calls | Percent Decrease |
|---|
| Name |
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